Collections Specialist

Who We Are

Having surpassed $300M ARR and continuing to grow, AuditBoard is the leading audit, risk, ESG, and InfoSec platform on the market. More than 50% of the Fortune 500, including 7 of the Fortune 10, leverage our award-winning technology to move their businesses forward with greater clarity and agility. And our customers love us: AuditBoard is top-rated on G2.com and Gartner Peer Insights.

At AuditBoard, we inspire each other to innovate and are proud of what we are producing. We spend each day thinking of new ways to help our customers and contribute to the greater good of our company and our surrounding communities. We are all about assisting each other and breaking through barriers to create the most loved audit, risk, ESG, and InfoSec platform by our customers. This is how we have become one of the 500 fastest-growing tech companies in North America for the sixth year in a row, as ranked by Deloitte!

The Accounting Department is looking for a Collections Specialist to join our Accounts Receivable team! As a Collections Specialist, you will undertake a variety of financial and non-financial tasks. Your main goal will be to help guarantee the company’s cash revenues. You will be responsible for issuing paperwork for processing invoices, performing collection outreaches, and processing incoming payments.

Must be located in PST.

Key Responsibilities

• Report to the AR Lead as a member of a dedicated AR Specialist team
• Complete vendor setup forms and perform vendor portal/PO process setup including verification calls and legal ticket submissions.
• Submit invoices through vendor portals.
• Distribute invoices utilizing Tesorio campaigns via the company’s AR group email, and ensure all clients remain informed on their outstanding debts and deadlines
• Identify delinquent accounts, manage the dunning process, and perform outreach efforts to encourage the timely collection
• Action solutions to client invoicing or collections issues, communicating and escalating as appropriate
• Manage cash applications and review the status of accounts to identify inconsistencies
• Engage in sometimes difficult conversations while maintaining an always-professional and customer-first attitude
• Assist with accounting close, general operational activities, and ad hoc projects as needed

Attributes for a Successful Candidate

• Bachelors degree
• 2+ years of experience in Accounts Receivable, operational accounting, or general bookkeeping
• Proven written and interpersonal skills that come with customer-facing experience
• Detail-oriented with high standards of accuracy
• Motivated team player with strong communication and time-management competencies
• Excellent knowledge of MS Office and GSuite tools
• Experience with NetSuite and Salesforce preferred

Nice to Have

• Bachelor’s degree in Finance or Accounting
• Experience in the SaaS Industry and an understanding of key SaaS metrics such as ARR
• Familiarity with Maxio/SaaSOptics and Tesorio

Our Company Values

• Customer obsession: Apply relentless focus on listening to and understanding customers as the core of everything we do
• Win, together: Drive to be the best while supporting each other’s success
• Gritty resilience: Thrive in a fast-paced and dynamic environment, balancing immediate priorities with big-picture strategic goals
• Personal improvement: Stay eager to share insights, seek feedback, and continuously learn
• Constant innovation: Challenge the status quo and drive improvements

Key skills/competency

• Accounts Receivable
• Collections Management
• Invoicing Process
• Dunning Process
• Cash Applications
• NetSuite
• Salesforce
• Customer Service
• Financial Accounting
• Communication Skills